How many institutions own OUSM stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OUSM shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in OUSM by -1.19% restricting it's holding to 97.11 thousand shares of worth nearly $4.61M. JONES FINANCIAL COMPANIES LLLP also lessened -4.57% of the OUSM shares from its portfolio, reducing its holding to 101.03 thousand shares of worth $4.81M. THOROUGHBRED FINANCIAL SERVICES, LLC also shunned OUSM shares holding by -41.77% last quarter which brought its holding to 24.3 thousand shares worth $1.15M.

Investors who are buying OUSM stock?

As per its latest 13F filing, VIRTU FINANCIAL LLC increased its stake in OUSM by 100% in the last quarter. The institutional holder raised its holding to 16.52 thousand shares having worth more than $785.00K. CASTLE WEALTH MANAGEMENT LLC also added 0.9% more shares of OUSM to its portfolio, raising its holding to 105.82 thousand shares of worth $5.03M. MML INVESTORS SERVICES, LLC also increased its OUSM shares holding by 8.28% which brought its holding to 114.5 thousand shares worth $5.44M.

OUSM's major insiders: who are they?

The insider with the most stakes in OUSM is N/A , N/A at the company. Additionally, OUSM stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell OUSM stock?

Company executives, directors, and other insiders own N/A percent of ALPS O'Shares U.S. Small-Cap Quality Dividend ETF's stock. Within the last six months, there have been 0 transaction(s) in which OUSM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased OUSM stock?

There have been 0 transaction(s) during the past 6-months in which ALPS O'Shares U.S. Small-Cap Quality Dividend ETF insiders have bought stock, totalling 0 shares

How much of OUSM does insiders own?

Around 0 ALPS O'Shares U.S. Small-Cap Quality Dividend ETF shares are held by insiders, which represents about N/A of OUSM stock.

Who is the insider with the largest stake?

OUSM N/A, N/A holds the largest portfolio of the company's shares. OUSM shares owned by N/A total nearly -.

Which institution holds the most shares in OUSM?

VIRTU FINANCIAL LLC is the largest institutional owner in OUSM which holds 16.52 thousand shares worth $785.00K or 0.09% of the total OUSM shares outstanding followed by ENVESTNET ASSET MANAGEMENT INC with ownership of 97.11 thousand shares representing 0.54% of the OUSM ownership. JONES FINANCIAL COMPANIES LLLP is the third largest stakeholder with 101.03 thousand shares or 0.56% of the ownership worth more than $4.81M.

Is ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OUSM is concerned, it is a stock which is optionable.

Is there a short position on OUSM's shares?

Number of OUSM shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OUSM shares are there?

As of today, null shares of OUSM are outstanding.

Is there many float in OUSM stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OUSM has null shares in float.

OUSM short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OUSM is null.

ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. VIRTU FINANCIAL LLC is the top corporate investor, holding 16.52K shares valued at $785.00K. A 0.09% stake in ALPS O'Shares U.S. Small-Cap Quality Dividend ETF is owned by the company. ENVESTNET ASSET MANAGEMENT INC owns 97.11K shares valued at $4.61M, which translates its holding of 0.54% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	VIRTU FINANCIAL LLC	0.09%	16.52K	785K	16.52K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.54%	97.11K	4.61M	-1.17K	-1.19%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.56%	101.03K	4.81M	-4.84K	-4.57%
Jun 30, 2026	CASTLE WEALTH MANAGEMENT LLC	0.59%	105.82K	5.03M	941	+0.90%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.63%	114.5K	5.44M	8.76K	+8.28%
Jun 30, 2026	PARK EDGE ADVISORS, LLC	0.7%	127.12K	6.04M	68.42K	+116.57%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.72%	129.17K	6.14M	109.36K	+552.06%
Jun 30, 2026	MASON & ASSOCIATES INC	0.77%	138.64K	6.59M	720	+0.52%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.13%	24.3K	1.15M	-17.43K	-41.77%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.36%	65.54K	3.11M	-718	-1.08%
Jun 30, 2026		0.74%	135.72K	6.45M	16.7K	+14.03%
Jun 30, 2026	ROYAL BANK OF CANADA	1.06%	191.66K	9.11M	-34.99K	-15.44%
Jun 30, 2026	FINANCIAL SERVICES ADVISORY INC	1.16%	210.01K	9.98M	210.01K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.41%	254.06K	12.07M	-18.13K	-6.66%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.68%	303.82K	14.44M	-41.93K	-12.13%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	1.69%	306.03K	14.54M	9.02K	+3.04%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.7%	1.39M	66.1M	-47.66K	-3.31%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	8.34%	1.51M	71.51M	-76.79K	-4.85%
Jun 30, 2026	UBS GROUP AG	1.3%	234.12K	11.13M	-292.62K	-55.55%
Jun 30, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	2.09%	377.78K	17.95M	9.76K	+2.65%
Jun 30, 2026	LPL FINANCIAL LLC	2.98%	537.45K	25.54M	-33.69K	-5.90%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	4.97%	898.23K	42.68M	17.5K	+1.99%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	6.09%	1.1M	52.24M	57.14K	+5.48%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.08%	14.64K	695.46K	-590	-3.88%
Jun 30, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.08%	14.83K	704.53K	63	+0.43%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.08%	15.23K	723.92K	-409	-2.61%
Jun 30, 2026	JPMORGAN CHASE & CO	0.08%	15.29K	723.22K	1.12K	+7.92%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	15.48K	735.42K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	16.1K	764.83K	-2.18K	-11.95%
Jun 30, 2026	ACORN WEALTH ADVISORS, LLC	0.1%	19.25K	914.9K	-161	-0.83%
Jun 30, 2026	SIGMA PLANNING CORP	0.11%	19.39K	921.6K	-360	-1.82%
Jun 30, 2026	BEACON FINANCIAL ADVISORY LLC	0.12%	21.16K	1.01M	-63	-0.30%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.12%	21.92K	1.04M	-1.63K	-6.93%
Jun 30, 2026	FIDUCIARY PLANNING LLC	0.13%	24.05K	1.14M	-928	-3.72%
Jun 30, 2026	MORGAN STANLEY	6.98%	1.26M	59.93M	-381.69K	-23.24%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.13%	24.35K	1.16M	657	+2.77%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	25.37K	1.21M	25.37K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	25.57K	1.22M	892	+3.61%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	26.4K	1.26M	-922	-3.37%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.17%	30.84K	1.47M	-14.15K	-31.46%
Jun 30, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.18%	31.66K	1.5M	-8.12K	-20.42%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.21%	37.72K	1.79M	100	+0.27%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.21%	38.23K	1.82M	32.18K	+532.25%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.22%	40.18K	1.91M	-19.77K	-32.98%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.23%	41.29K	1.96M	-3.42K	-7.64%
Jun 30, 2026	HAVERFORD TRUST CO	0.25%	44.26K	2.1M	0	0
Jun 30, 2026	BROWN ADVISORY INC	0.25%	44.3K	2.11M	0	0
Jun 30, 2026	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.26%	46.27K	2.2M	-776	-1.65%
Jun 30, 2026	SECURE ASSET MANAGEMENT, LLC	0.28%	49.85K	2.37M	-39.84K	-44.42%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.29%	52K	2.47M	6.65K	+14.67%
Jun 30, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.3%	54.07K	2.57M	3.17K	+6.22%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.33%	58.72K	2.79M	-262	-0.44%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.36%	64.64K	3.07M	0	0
Jun 30, 2026	BRADY MARTZ WEALTH SOLUTIONS, LLC	0.36%	65.11K	3.09M	-720	-1.09%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	67.55K	3.21M	884	+1.33%
Jun 30, 2026	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.39%	71.17K	3.38M	805	+1.14%
Jun 30, 2026	SHEETS SMITH WEALTH MANAGEMENT	0.44%	79.56K	3.78M	-4.09K	-4.88%
Jun 30, 2026	BEAM WEALTH ADVISORS, INC.	0.46%	82.29K	3.91M	-3.26K	-3.81%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.46%	83.03K	3.95M	-58.54K	-41.35%
Jun 30, 2026	PREMIER PATH WEALTH PARTNERS, LLC	0.47%	84.73K	4.03M	12.31K	+17.00%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.49%	88.6K	4.21M	-10.24K	-10.36%
Jun 30, 2026	HAMRICK INVESTMENT COUNSEL, LLC	0.75%	135.72K	6.45M	16.7K	+14.03%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.52%	94.45K	4.49M	-23.82K	-20.14%
Mar 31, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.27%	50.9K	2.23M	2.76K	+5.74%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	8.44%	1.58M	69.21M	-345.37K	-17.92%
Mar 31, 2026	MORGAN STANLEY	8.87%	1.64M	71.85M	-5.68K	-0.34%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.2%	37.62K	1.65M	335	+0.90%
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.21%	39.78K	1.74M	-10.23K	-20.46%
Mar 31, 2026	FIDUCIARY PLANNING LLC	0.13%	24.97K	1.09M	-1.08K	-4.14%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.14%	26.62K	1.16M	26.62K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	27.32K	1.2M	702	+2.64%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.23%	41.73K	1.83M	283	+0.68%
Mar 31, 2026	HAVERFORD TRUST CO	0.24%	44.26K	1.94M	0	0
Mar 31, 2026	BROWN ADVISORY INC	0.24%	44.3K	1.94M	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.24%	44.7K	1.96M	-3.07K	-6.42%
Mar 31, 2026		0.35%	64.29K	2.81M	-53.77K	-45.54%
Mar 31, 2026	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.38%	70.37K	3.08M	1.84K	+2.68%
Mar 31, 2026	PREMIER PATH WEALTH PARTNERS, LLC	0.39%	72.42K	3.17M	-9.67K	-11.78%
Mar 31, 2026	BEAM WEALTH ADVISORS, INC.	0.46%	85.55K	3.74M	16.95K	+24.71%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.57%	105.86K	4.56M	15.66K	+17.36%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	5.63%	1.04M	45.58M	-49.11K	-4.50%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	7.77%	1.44M	62.93M	17.43K	+1.23%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	15.48K	676.92K	15.48K	+100.00%
Mar 31, 2026	TFO-TDC, LLC	0.08%	15.53K	679.2K	0	0
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.08%	15.64K	723.49K	-1.05K	-6.28%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.09%	16.85K	736.98K	-1.49K	-8.10%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	18.28K	799.53K	-1.13K	-5.84%
Mar 31, 2026	ACORN WEALTH ADVISORS, LLC	0.1%	19.41K	849.17K	-91	-0.47%
Mar 31, 2026	SIGMA PLANNING CORP	0.11%	19.75K	864.06K	-696	-3.40%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	19.81K	866.44K	-1.42K	-6.67%
Mar 31, 2026	BEACON FINANCIAL ADVISORY LLC	0.11%	21.23K	928.38K	492	+2.37%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.13%	23.56K	1.03M	-178	-0.75%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	24.68K	1.08M	-2.82K	-10.25%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.13%	23.69K	1.04M	403	+1.73%
Mar 31, 2026	UBS GROUP AG	2.84%	526.74K	23.04M	12.81K	+2.49%
Mar 31, 2026	KICKSTAND VENTURES, LLC.	0.62%	115.56K	5.05M	2.63K	+2.33%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.24%	44.99K	1.97M	38.57K	+600.58%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.24%	45.35K	1.98M	-1.51K	-3.22%
Mar 31, 2026	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.25%	47.04K	2.06M	13.66K	+40.90%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.64%	118.27K	5.17M	955	+0.81%
Mar 31, 2026	PARK EDGE ADVISORS, LLC	0.32%	58.7K	2.57M	259	+0.44%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.32%	58.98K	2.58M	2.57K	+4.55%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.32%	59.95K	2.62M	-4.81K	-7.43%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.35%	64.64K	2.83M	0	0
Mar 31, 2026	BRADY MARTZ WEALTH SOLUTIONS, LLC	0.36%	65.83K	2.88M	56.27K	+588.49%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.36%	66.26K	2.9M	56.27K	+563.02%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	66.67K	2.92M	3.84K	+6.12%
Mar 31, 2026	SECURE ASSET MANAGEMENT, LLC	0.48%	89.69K	3.92M	8.98K	+11.12%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.52%	96.44K	4.22M	96.44K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.53%	98.28K	4.3M	5.25K	+5.64%
Mar 31, 2026	CASTLE WEALTH MANAGEMENT LLC	0.57%	104.88K	4.59M	6.48K	+6.59%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.57%	105.74K	4.63M	-10.57K	-9.08%
Mar 31, 2026	MASON & ASSOCIATES INC	0.74%	137.92K	5.93M	7.65K	+5.87%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.76%	141.57K	6.19M	-42.46K	-23.07%
Mar 31, 2026	ROYAL BANK OF CANADA	1.22%	226.65K	9.91M	18.13K	+8.69%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.47%	272.18K	11.91M	-123.25K	-31.17%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	1.6%	297.01K	12.99M	-247.41K	-45.44%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.87%	345.75K	15.12M	-3.73K	-1.07%
Mar 31, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	1.99%	368.03K	16.1M	25	+0.01%
Mar 31, 2026	LPL FINANCIAL LLC	3.08%	571.14K	24.98M	-39.83K	-6.52%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	4.76%	880.73K	38.52M	-4.04K	-0.46%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.16%	30.24K	1.32M	-27.35K	-47.49%
Mar 31, 2026	SHEETS SMITH WEALTH MANAGEMENT	0.45%	83.64K	3.66M	-4.48K	-5.09%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.46%	85.2K	3.73M	-40.7K	-32.33%
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.53%	98.85K	4.32M	-61.56K	-38.38%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.16%	31.82K	1.39M	-17.73K	-35.78%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	21.22K	928.34K	-501	-2.31%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	7.37%	1.42M	62.17M	53.54K	+3.91%
Dec 31, 2025	JPMORGAN CHASE & CO	0.11%	22.67K	991.37K	-1.34K	-5.60%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.11%	21.69K	948.72K	-14.62K	-40.26%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.11%	20.57K	899.78K	20.57K	+100.00%
Dec 31, 2025	SIGMA PLANNING CORP	0.1%	20.45K	894.5K	-1.97K	-8.80%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	5.61%	1.09M	47.73M	9.51K	+0.88%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.8%	349.48K	15.29M	-39.6K	-10.18%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.65%	125.9K	5.51M	49.9K	+65.66%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	93.04K	4.07M	-28.84K	-23.66%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.47%	90.2K	3.95M	-10.71K	-10.61%
Dec 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.45%	88.12K	3.85M	-4.46K	-4.81%
Dec 31, 2025	SECURE ASSET MANAGEMENT, LLC	0.41%	80.71K	3.53M	3.78K	+4.91%
Dec 31, 2025	BEAM WEALTH ADVISORS, INC.	0.35%	68.6K	3M	5.06K	+7.96%
Dec 31, 2025	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.35%	68.53K	3M	-395	-0.57%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.21%	41.44K	1.81M	-3.66K	-8.11%
Dec 31, 2025	CASTLE WEALTH MANAGEMENT LLC	0.5%	98.4K	4.3M	-107	-0.11%
Dec 31, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.42%	82.1K	3.59M	-3.15K	-3.70%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	62.82K	2.75M	19.71K	+45.71%
Dec 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.26%	51.01K	2.23M	-1.39K	-2.65%
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.25%	50.01K	2.19M	30.54K	+156.81%
Dec 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.24%	48.14K	2.11M	48.14K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	46.86K	2.05M	-119	-0.25%
Dec 31, 2025	BROWN ADVISORY INC	0.23%	44.3K	1.94M	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	37.28K	1.63M	-45.67K	-55.06%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.19%	36.55K	1.6M	1.12K	+3.17%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	27.5K	1.2M	-8.43K	-23.45%
Dec 31, 2025	MORGAN STANLEY	8.48%	1.65M	72.1M	-36.94K	-2.19%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	4.47%	884.77K	38.7M	45.66K	+5.44%
Dec 31, 2025	LPL FINANCIAL LLC	3.15%	610.97K	26.72M	15.3K	+2.57%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.75%	544.42K	23.94M	269.05K	+97.71%
Dec 31, 2025	UBS GROUP AG	2.64%	513.93K	22.48M	28.46K	+5.86%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.03%	395.44K	17.3M	-138.76K	-25.97%
Dec 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	1.86%	368K	16.1M	12.72K	+3.58%
Dec 31, 2025	KICKSTAND VENTURES, LLC.	0.57%	112.94K	4.94M	2.82K	+2.56%
Dec 31, 2025	PARK EDGE ADVISORS, LLC	0.3%	58.44K	2.56M	882	+1.53%
Dec 31, 2025	TFO-TDC, LLC	0.08%	15.53K	679.2K	0	0
Dec 31, 2025	BERKELEY, INC	0.08%	15.47K	676.44K	-7.85K	-33.66%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.08%	15.2K	664.74K	43	+0.28%
Dec 31, 2025	NATIONAL WEALTH MANAGEMENT GROUP, LLC	0.07%	14.27K	624.26K	228	+1.62%
Dec 31, 2025		0.4%	77.06K	3.37M	77.06K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	10%	1.93M	84.32M	-64.93K	-3.26%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.95%	184.02K	8.05M	-4.94K	-2.62%
Dec 31, 2025	FINANCIAL SERVICES ADVISORY INC	0.84%	165.46K	7.24M	-1.19K	-0.71%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.83%	160.41K	7.02M	25	+0.02%
Dec 31, 2025	MASON & ASSOCIATES INC	0.66%	130.27K	5.7M	-2.26K	-1.70%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	117.31K	5.13M	-1.27K	-1.07%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.6%	116.31K	5.09M	-9.33K	-7.42%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.3%	57.6K	2.52M	-21.11K	-26.82%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.29%	56.41K	2.47M	9.75K	+20.90%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.25%	47.77K	2.09M	484	+1.02%
Dec 31, 2025	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.17%	33.39K	1.46M	11.01K	+49.19%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.34%	64.64K	2.83M	0	0
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.33%	64.76K	2.83M	-2.75K	-4.07%
Dec 31, 2025	HAVERFORD TRUST CO	0.23%	44.26K	1.94M	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	26.62K	1.16M	-35	-0.13%
Dec 31, 2025	FIDUCIARY PLANNING LLC	0.13%	26.05K	1.14M	-3K	-10.33%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	23.74K	1.04M	783	+3.41%
Dec 31, 2025	ROYAL BANK OF CANADA	1.07%	208.52K	9.12M	-352.31K	-62.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	19.41K	849.12K	-25.3K	-56.59%
Dec 31, 2025	ACORN WEALTH ADVISORS, LLC	0.1%	19.51K	853.16K	-147	-0.75%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.09%	18.34K	801.96K	-546	-2.89%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	15.91K	695.69K	2.57K	+19.29%
Dec 31, 2025	FLAGSTAR ADVISORS INC.	0.08%	15.59K	682.05K	-872	-5.30%
Sep 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	1.57%	355.28K	15.92M	4.92K	+1.40%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.22%	275.37K	12.34M	75.45K	+37.74%
Sep 30, 2025	PRASAD WEALTH PARTNERS, LLC	1%	226.87K	10.16M	-5.48K	-2.36%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.84%	188.97K	8.47M	9.14K	+5.08%
Sep 30, 2025	FINANCIAL SERVICES ADVISORY INC	0.74%	166.65K	7.47M	166.65K	+100.00%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.71%	160.38K	7.19M	19.73K	+14.03%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.56%	125.63K	5.63M	-989	-0.78%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.52%	118.58K	5.31M	8.41K	+7.64%
Sep 30, 2025	KICKSTAND VENTURES, LLC.	0.49%	110.11K	4.93M	2.18K	+2.02%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.45%	100.91K	4.53M	24.72K	+32.44%
Sep 30, 2025	CASTLE WEALTH MANAGEMENT LLC	0.44%	98.51K	4.41M	1.14K	+1.18%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	76K	3.4M	31.6K	+71.17%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.3%	67.5K	3.02M	-24K	-26.23%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.29%	64.64K	2.9M	0	0
Sep 30, 2025	BEAM WEALTH ADVISORS, INC.	0.28%	63.54K	2.85M	13.1K	+25.96%
Sep 30, 2025	PARK EDGE ADVISORS, LLC	0.25%	57.55K	2.58M	12.38K	+27.41%
Sep 30, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.23%	52.4K	2.35M	-61.06K	-53.82%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.22%	49.54K	2.22M	-115	-0.23%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	47.29K	2.12M	-2.03K	-4.11%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	46.98K	2.1M	-1.78K	-3.65%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.21%	46.66K	2.09M	1.24K	+2.73%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.2%	45.1K	2.02M	-290	-0.64%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.16%	36.31K	1.63M	15.17K	+71.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	35.92K	1.62M	12.18K	+51.31%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.16%	35.43K	1.59M	-749	-2.07%
Sep 30, 2025	EVERPAR ADVISORS LLC	0.15%	34.68K	1.55M	6.75K	+24.17%
Sep 30, 2025	SIGMA PLANNING CORP	0.1%	22.42K	1M	-1.46K	-6.11%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	22.95K	1.03M	201	+0.88%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.1%	23K	1.03M	-9.25K	-28.68%
Sep 30, 2025	FIDUCIARY PLANNING LLC	0.13%	29.05K	1.3M	-3.98K	-12.04%
Sep 30, 2025	JANE STREET GROUP, LLC	0.13%	29.43K	1.32M	29.43K	+100.00%
Sep 30, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.38%	85.25K	3.82M	5.69K	+7.16%
Sep 30, 2025	MASON & ASSOCIATES INC	0.59%	132.53K	5.94M	7.7K	+6.17%
Sep 30, 2025	TFO-TDC, LLC	0.07%	15.53K	695.65K	15.53K	+100.00%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	15.16K	678.96K	-134	-0.88%
Sep 30, 2025	NATIONAL WEALTH MANAGEMENT GROUP, LLC	0.06%	14.04K	629.16K	14.04K	+100.00%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.06%	13.4K	600.46K	690	+5.43%
Sep 30, 2025	HORAN WEALTH, LLC	0.06%	12.87K	576.72K	12.87K	+100.00%
Sep 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0.06%	12.45K	557.63K	-614	-4.70%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.05%	11.63K	521.16K	0	0
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	11.58K	518.81K	-859	-6.91%
Sep 30, 2025	FLAGSTAR ADVISORS INC.	0.07%	16.47K	737.62K	16.47K	+100.00%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.08%	18.88K	840.67K	-179	-0.94%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	3.71%	839.11K	37.59M	50.41K	+6.39%
Sep 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.41%	92.58K	4.15M	-8.19K	-8.12%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.37%	82.95K	3.72M	30.39K	+57.81%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.35%	78.71K	3.53M	-5.23K	-6.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	26.66K	1.19M	249	+0.94%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.09%	19.48K	872.47K	-220.02K	-91.87%
Sep 30, 2025	ACORN WEALTH ADVISORS, LLC	0.09%	19.65K	880.42K	518	+2.71%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	21.73K	973.28K	555	+2.62%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.1%	22.14K	991.93K	412	+1.90%
Sep 30, 2025	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.1%	22.38K	1M	4.26K	+23.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	8.81%	1.99M	89.29M	351.02K	+21.38%
Sep 30, 2025	MORGAN STANLEY	7.45%	1.69M	75.5M	82.54K	+5.15%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	6.05%	1.37M	61.28M	784.35K	+134.44%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	4.78%	1.08M	48.46M	932.29K	+623.97%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	2.75%	622.9K	27.91M	14.72K	+2.42%
Sep 30, 2025	LPL FINANCIAL LLC	2.63%	595.67K	26.69M	-811	-0.14%
Sep 30, 2025	UBS GROUP AG	2.15%	485.47K	21.75M	-18.92K	-3.75%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	121.88K	5.46M	-1.77K	-1.43%
Sep 30, 2025	SECURE ASSET MANAGEMENT, LLC	0.34%	76.93K	3.43M	17.51K	+29.47%
Sep 30, 2025	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.3%	68.93K	3.09M	299	+0.44%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	44.72K	2M	-17.01K	-27.55%
Sep 30, 2025	BROWN ADVISORY INC	0.2%	44.3K	1.98M	2.4K	+5.73%
Sep 30, 2025	HAVERFORD TRUST CO	0.2%	44.26K	1.98M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	43.12K	1.93M	4.88K	+12.77%
Sep 30, 2025	BERKELEY, INC	0.1%	23.31K	1.04M	-12.67K	-35.21%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	24.01K	1.08M	-556	-2.26%
Sep 30, 2025	ROYAL BANK OF CANADA	2.48%	560.83K	25.13M	5.88K	+1.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.36%	534.19K	23.93M	-228.63K	-29.97%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.72%	389.09K	17.43M	21.54K	+5.86%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	2.9%	608.18K	26.28M	-228.4K	-27.30%
Jun 30, 2025		0.17%	35.98K	1.55M	-123.7K	-77.47%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	22.75K	983.09K	-94	-0.41%
Jun 30, 2025	SIGMA PLANNING CORP	0.11%	23.88K	1.03M	2.06K	+9.46%
Jun 30, 2025	EVERPAR ADVISORS LLC	0.13%	27.93K	1.21M	7.52K	+36.86%
Jun 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.15%	32.24K	1.39M	8.41K	+35.29%
Jun 30, 2025	FIDUCIARY PLANNING LLC	0.16%	33.03K	1.43M	-6.81K	-17.10%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	38.24K	1.65M	6.21K	+19.40%
Jun 30, 2025	BROWN ADVISORY INC	0.2%	41.9K	1.81M	-1K	-2.34%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	44.4K	1.92M	-76.97K	-63.42%
Jun 30, 2025	BEAM WEALTH ADVISORS, INC.	0.24%	50.45K	2.18M	21.58K	+74.73%
Jun 30, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.38%	79.55K	3.44M	1.26K	+1.61%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.48%	100.76K	4.35M	-551	-0.54%
Jun 30, 2025	HORAN SECURITIES, INC.	0.06%	12.74K	550.4K	2.09K	+19.57%
Jun 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0.06%	13.06K	564K	-5.66K	-30.23%
Jun 30, 2025	BERKELEY, INC	0.17%	35.98K	1.55M	-123.7K	-77.47%
Jun 30, 2025	PRASAD WEALTH PARTNERS, LLC	1.11%	232.35K	10.04M	31.45K	+15.66%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.4%	83.94K	3.63M	8.58K	+11.39%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.44%	91.51K	3.95M	9.8K	+12.00%
Jun 30, 2025	CASTLE WEALTH MANAGEMENT LLC	0.46%	97.36K	4.21M	3.82K	+4.08%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.51%	107.93K	4.66M	107.93K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.52%	110.17K	4.76M	35.72K	+47.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.59%	123.65K	5.34M	15.81K	+14.66%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.86%	179.83K	7.77M	-20.97K	-10.44%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.95%	199.92K	8.64M	-48.79K	-19.62%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.75%	367.55K	15.88M	16.03K	+4.56%
Jun 30, 2025	UBS GROUP AG	2.4%	504.39K	21.79M	-26.51K	-4.99%
Jun 30, 2025	LPL FINANCIAL LLC	2.84%	596.48K	25.77M	27.79K	+4.89%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.63%	762.82K	32.96M	-24.5K	-3.11%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	7.82%	1.64M	70.93M	122.58K	+8.07%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.6%	126.62K	5.47M	12.01K	+10.48%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.67%	140.65K	6.08M	-34.33K	-19.62%
Jun 30, 2025	KICKSTAND VENTURES, LLC.	0.51%	107.93K	4.66M	-136.94K	-55.92%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	15.29K	660.64K	-151	-0.98%
Jun 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.08%	16.33K	705.82K	16.33K	+100.00%
Jun 30, 2025	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.09%	18.12K	783.15K	6	+0.03%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.09%	19.06K	836.94K	3.61K	+23.38%
Jun 30, 2025	ACORN WEALTH ADVISORS, LLC	0.09%	19.13K	826.76K	84	+0.44%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.1%	21.73K	938.93K	271	+1.26%
Jun 30, 2025	HAVERFORD TRUST CO	0.21%	44.26K	1.91M	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	48.76K	2.11M	-2.99K	-5.78%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	61.72K	2.67M	-19.97K	-24.44%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.31%	64.64K	2.79M	0	0
Jun 30, 2025	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.33%	68.63K	2.97M	-58	-0.08%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	76.19K	3.29M	18.98K	+33.16%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.71%	149.41K	6.46M	19.58K	+15.08%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.14%	239.49K	10.35M	27.71K	+13.08%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	4.3%	902.66K	39M	77.85K	+9.44%
Jun 30, 2025	MORGAN STANLEY	7.63%	1.6M	69.26M	35K	+2.23%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.17%	36.18K	1.56M	2.24K	+6.60%
Jun 30, 2025	MASON & ASSOCIATES INC	0.59%	124.83K	5.39M	3.29K	+2.71%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.25%	52.57K	2.27M	9.22K	+21.27%
Jun 30, 2025	SECURE ASSET MANAGEMENT, LLC	0.28%	59.42K	2.57M	16.78K	+39.36%
Jun 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	1.67%	350.37K	15.14M	-1.53K	-0.44%
Jun 30, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.54%	113.46K	4.9M	-1.96K	-1.70%
Jun 30, 2025	PARK EDGE ADVISORS, LLC	0.22%	45.17K	1.95M	-3.41K	-7.02%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.22%	45.39K	1.96M	-7.68K	-14.46%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.22%	45.42K	1.97M	45.42K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.23%	49.31K	2.13M	23.78K	+93.13%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.24%	49.66K	2.15M	49.66K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	2.64%	554.95K	23.98M	18.2K	+3.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.78%	583.4K	25.21M	73.02K	+14.31%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.17%	33.94K	1.43M	-108	-0.32%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	36.11K	1.52M	28.77K	+391.75%
Mar 31, 2025	FIDUCIARY PLANNING LLC	0.2%	39.84K	1.67M	-6.64K	-14.29%
Mar 31, 2025	MASON & ASSOCIATES INC	0.61%	121.54K	5.11M	5.55K	+4.78%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.65%	129.83K	5.46M	41K	+46.15%
Mar 31, 2025	SPX GESTAO DE RECURSOS LTDA	0.88%	174.16K	7.32M	-104.64K	-37.53%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.01%	200.8K	8.44M	2.95K	+1.49%
Mar 31, 2025	PARK EDGE ADVISORS, LLC	0.24%	48.58K	2.04M	-18.43K	-27.50%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	51.75K	2.17M	-1.34K	-2.52%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.58%	114.61K	4.82M	-29.22K	-20.32%
Mar 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.51%	101.32K	4.26M	-740	-0.73%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	107.84K	4.53M	-40.78K	-27.44%
Mar 31, 2025	UBS GROUP AG	2.67%	530.91K	22.31M	-11.97K	-2.20%
Mar 31, 2025	ROYAL BANK OF CANADA	2.7%	536.76K	22.56M	30.21K	+5.96%
Mar 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.58%	115.42K	4.85M	2.69K	+2.39%
Mar 31, 2025		0.21%	42.46K	48.7K	42.46K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	2.87%	568.69K	23.9M	-34.52K	-5.72%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.97%	787.32K	33.08M	10.74K	+1.38%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.38%	74.45K	3.13M	11.57K	+18.39%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.38%	75.35K	3.17M	8.27K	+12.33%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.07%	211.79K	8.9M	30.19K	+16.63%
Mar 31, 2025	KICKSTAND VENTURES, LLC.	1.23%	244.87K	10.29M	207.06K	+547.57%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.25%	248.7K	11.68M	-321.13K	-56.35%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.21%	42.03K	1.77M	42.03K	+100.00%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.33%	64.64K	2.72M	287	+0.45%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	32.02K	1.35M	1.16K	+3.75%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	4.16%	824.82K	34.66M	51.87K	+6.71%
Mar 31, 2025	BARNES PETTEY FINANCIAL ADVISORS, LLC	0.35%	68.69K	2.89M	-3.33K	-4.62%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	57.22K	2.4M	13.42K	+30.64%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.27%	53.06K	2.23M	20.71K	+63.99%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.77%	351.52K	14.77M	-44.26K	-11.18%
Mar 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	1.77%	351.9K	14.79M	1.07K	+0.31%
Mar 31, 2025	BEAM WEALTH ADVISORS, INC.	0.15%	28.87K	1.21M	5.64K	+24.30%
Mar 31, 2025	JPMORGAN CHASE & CO	0.16%	31.98K	1.34M	-2.96K	-8.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.57%	510.38K	21.45M	35.33K	+7.44%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	4.22%	836.57K	35.15M	836.57K	+100.00%
Mar 31, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.39%	78.29K	3.29M	860	+1.11%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	81.69K	3.43M	7.05K	+9.44%
Mar 31, 2025	SECURE ASSET MANAGEMENT, LLC	0.21%	42.64K	1.79M	42.64K	+100.00%
Mar 31, 2025	BROWN ADVISORY INC	0.22%	42.9K	1.8M	-69	-0.16%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.22%	43.35K	1.82M	33.55K	+342.42%
Mar 31, 2025	HAVERFORD TRUST CO	0.22%	44.26K	1.86M	0	0
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.88%	174.99K	7.35M	7.59K	+4.53%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	7.65%	1.52M	63.82M	-314.18K	-17.14%
Mar 31, 2025	MORGAN STANLEY	7.9%	1.57M	65.88M	331.13K	+26.78%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.61%	121.37K	5.1M	121.37K	+100.00%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.41%	81.7K	3.43M	1.29K	+1.61%
Mar 31, 2025	CASTLE WEALTH MANAGEMENT LLC	0.47%	93.55K	3.93M	1.94K	+2.12%

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